Purchases and Sales Made in Q2 2022 in Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO) during Q2 2022. The information is specifically focused on institutions that hold shares of SOUTHERN CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
13+ 0.16% |
$850 - $995
|
7.92K
$685K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
12New |
$785 - $918
|
12
$1.04K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 0.56% |
$785 - $918
|
2.15K
$186K
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
12+ 0.06% |
$785 - $918
|
21.6K
$1.87M
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
11+ 0.37% |
$719 - $842
|
2.98K
$257K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
11+ 0.34% |
$719 - $842
|
3.26K
$282K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11+ 0.18% |
$719 - $842
|
6K
$519K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11+ 0.03% |
$719 - $842
|
33.1K
$2.86M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10+ 0.2% |
$654 - $765
|
5K
$432K
|
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
10+ 0.19% |
$654 - $765
|
5.16K
$446K
|
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9+ 0.12% |
$589 - $689
|
7.29K
$630K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 0.16% |
$589 - $689
|
5.67K
$491K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
9+ 0.72% |
$589 - $689
|
1.26K
$109K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9+ 0.12% |
$589 - $689
|
7.73K
$668K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 1.79% |
$589 - $689
|
512
$44.3K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 0.16% |
$589 - $689
|
5.67K
$491K
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
8+ 0.04% |
$523 - $612
|
19.1K
$1.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.11% |
$523 - $612
|
7.21K
$623K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.25% |
$523 - $612
|
3.27K
$283K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
7+ 0.16% |
$458 - $536
|
4.5K
$389K
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7+ 0.07% |
$458 - $536
|
10.2K
$878K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.19% |
$458 - $536
|
3.63K
$314K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7+ 0.07% |
$458 - $536
|
10.1K
$873K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6+ 0.08% |
$392 - $459
|
7.95K
$688K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
5New |
$327 - $383
|
5
$432
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
BUY
|
- |
5+ 0.1% |
$327 - $383
|
4.86K
$420K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
5+ 0.06% |
$327 - $383
|
8.54K
$739K
|
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
BUY
|
- |
4+ 0.06% |
$262 - $306
|
7.02K
$607K
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
4+ 0.14% |
$262 - $306
|
2.87K
$248K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 1.02% |
$262 - $306
|
398
$34.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.05% |
$262 - $306
|
8.88K
$768K
|
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4+ 0.03% |
$262 - $306
|
11.5K
$998K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4+ 0.11% |
$262 - $306
|
3.59K
$310K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3+ 0.02% |
$196 - $230
|
12.5K
$1.08M
|
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
3+ 0.1% |
$196 - $230
|
2.94K
$254K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.2% |
$196 - $230
|
1.47K
$127K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.35% |
$196 - $230
|
859
$74.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3New |
$196 - $230
|
3
$259
|
|
|
Aug 05, 2022
Q2 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$196 - $230
|
3.17K
$274K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.07% |
$196 - $230
|
4.51K
$390K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.23% |
$196 - $230
|
1.28K
$111K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.12% |
$131 - $153
|
1.71K
$148K
|
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
2+ 0.04% |
$131 - $153
|
4.94K
$427K
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.02% |
$131 - $153
|
12.4K
$1.07M
|
|
|
Jul 26, 2022
Q2 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2+ 0.05% |
$131 - $153
|
3.92K
$339K
|
|
|
Jul 27, 2022
Q2 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$131 - $153
|
4.18K
$361K
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2+ 0.06% |
$131 - $153
|
3.16K
$273K
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$131 - $153
|
3.99K
$345K
|
|
|
Aug 09, 2022
Q2 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2+ 0.05% |
$131 - $153
|
4.41K
$381K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2+ 0.13% |
$131 - $153
|
1.54K
$133K
|